See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,238 | $165,984-10.7% | $164,813-10.1% | $145,922+1.6% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.1pp |
| Annual return | 16.52% | 100.03%-83.5pp | 69.93%-53.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,804 | $5,273-46.8% | $4,341-35.4% | $4,660-39.8% |
| Participant deferral / active EE | $5,348 | $6,959-23.1% | $6,031-11.3% | $6,688-20.0% |
| Admin fee / account holder | $98,061 | $16,648+489.0% | $12,690+672.7% | $13,397+632.0% |